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The Send2CRM Messenger package uses core Send2CRM functionality for transporting message data. Upon installation several configuration records are automatically generated.

Mappings

Two form mappings are generated to receive message submissions.

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Automations

One automation is generated to mark messages as viewed.

Modifying

These records are marked with a ‘(System)’ suffix to differentiate them. They can be modified if necessary, but this is best avoided as it may break the messenger integration. If you really must do so, we recommend copying and keeping an inactive copy of the original to reference.

Send2CRM also allows additional mappings that act on the same form identifier, or automations that process the same event, to perform additional tasks.

Re-generating

If you need to re-generate the default records, they can be created by executing the following anonymous Apex:

// Delete existing mappings with Send2CRM Messenger identifier, and create defaults.
send2crm.MessageMappingHelper.generateMessageMapping();

// Delete existing automations with Send2CRM Messenger 'message viewed' event, and create default.
send2crm.MessageMappingHelper.generateMessageAutomation();